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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $3.7B AUM 545 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 284 Added 140 Reduced 33 Exited
Page 18 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JBL JABIL INC Technology 1,768.0 $470K 0.01% -58.0 -3.2% $265.73 +34.1%
342 STLD STEEL DYNAMICS INC Basic Materials 2,595.0 $467K 0.01% $180.07 +26.8%
343 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 14,573.0 $466K 0.01% +2K +18.1% $32.01 +2.5%
344 VXF VANGUARD INDEX FDS 2,247.0 $463K 0.01% +1K +101.3% $205.89 +11.0%
345 FEZ SPDR INDEX SHS FDS 7,440.0 $462K 0.01% +3K +76.5% $62.08 +8.7%
346 FDVV FIDELITY COVINGTON TRUST 8,328.0 $460K 0.01% +3K +60.5% $55.25 +8.9%
347 ENB ENBRIDGE INC Energy 8,482.0 $459K 0.01% -204.0 -2.4% $54.14 +6.7%
348 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,520.0 $456K 0.01% -2K -18.8% $60.66 -1.8%
349 WELL WELLTOWER INC Real Estate 2,286.0 $452K 0.01% NEW $197.81 +10.5%
350 IWD ISHARES TR 2,110.0 $451K 0.01% $213.72 +9.8%
351 SYY SYSCO CORP Consumer Defensive 6,317.0 $451K 0.01% +766.0 +13.8% $71.35 +5.8%
352 OMC OMNICOM GROUP INC Communication Services 5,944.0 $448K 0.01% +754.0 +14.5% $75.34 -2.1%
353 PGX INVESCO EXCH TRADED FD TR II 40,939.0 $445K 0.01% -7K -15.4% $10.88 +0.6%
354 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,746.0 $443K 0.01% +661.0 +16.2% $93.33 +2.5%
355 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7,202.0 $442K 0.01% +1K +20.3% $61.36 -14.7%
356 DELL DELL TECHNOLOGIES INC Technology 2,691.0 $442K 0.01% NEW $164.14 +54.1%
357 VLTO VERALTO CORP Industrials 4,908.0 $434K 0.01% +844.0 +20.8% $88.42 -2.5%
358 CDNS CADENCE DESIGN SYSTEM INC Technology 1,559.0 $433K 0.01% +330.0 +26.9% $277.98 +29.0%
359 LQD ISHARES TR 3,958.0 $431K 0.01% +1K +43.5% $108.99 -0.8%
360 PFXF VANECK ETF TRUST 24,416.0 $428K 0.01% +6K +36.1% $17.54 +5.1%
Page 18 of 28  ·  545 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.2%
Financial Services 14.1%
Consumer Cyclical 10.9%
Industrials 10.8%
Communication Services 9.9%
Healthcare 6.9%
Consumer Defensive 5.4%
Energy 4.8%
Utilities 3.9%
Real Estate 1.7%